Today's Important News Review | Dolphin Investment Research

0724 Focus of Dolphin Jun:

🐬 Individual Stocks

1. $KUAISHOU-W(01024.HK)

Kuaishou's video generation large model intelligent AI announced the upgrade of its basic model again, fully opened internal testing, and launched a membership system, offering different levels of services to different categories of members. In addition, Kuaishou's intelligent AI international version 1.0 has officially launched. Since the opening of the application for Intelligent AI on June 6th (at that time, it was fully free to experience), it has been very popular after going online, with a total of millions of applicants. The actual test results have quickly placed it among the leading groups in the industry.

2. $NTES-S(09999.HK)

NetEase rose against the trend by more than 4%. On the news front, NetEase's flagship martial arts battle royale game "Naraka: Bladepoint" will be officially launched for public testing tomorrow, with the number of players who have participated in reservations exceeding 40 million. "Endless Hegemony" is an important game for NetEase in the summer season. Currently, the previously top-ranked "Heart Town" on the App Store's free list has been pushed down by "Naraka: Bladepoint," and the battle for summer games this year will intensify.

3. Focus on financial report analysis and conference call minutes

Tesla: "Tesla: 'AI Pie' Sounds Good, but Reality is Too Tough" and "Expected annual capital expenditure to exceed $10 billion, will continue to strengthen investment in AI chips (Tesla Q2 earnings call minutes)"

Spotify: "Spotify: Another Breakdown? Music Giant Provides Standard Answers" and "Spotify: User Churn Rate Better Than Expected After Bundle Price Increase (2Q24 conference call)"

Google: Detailed analysis will be provided tonight.

🐬 Leading Sectors

SH & SZ: Residential construction companies, independent power and renewable energy electricity producers, water utilities;

HK: Independent power and renewable energy electricity producers, electronic games and multimedia, distributors;

US: Medical institutions, aerospace and defense, maritime ports-operators.

🐬 Focus Tomorrow

1. US Actual GDP Annualized Quarter Rate Preliminary Value, US Core PCE Price Index Annualized Quarter Rate Preliminary Value, US Actual Personal Consumption Expenditures Quarter Rate Preliminary Value;

Risk disclosure and statement of this article: Dolphin Research Disclaimer and General Disclosure